iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q4 2024 (December 31)181holders +22
18new positions
4sold out
$25.46avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, up 22 from Q3 2024. 18 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($44.5M), Envestnet Asset Management Inc. ($24.2M) and Mercer Global Advisors Inc. ($22.1M).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435U259
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.5M |
| Exits | 4 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,434,737 shares bought and 540,952 shares sold, net +893,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Bank of America Corp. | 0.00% | Add +12.0% | 1,748,616 | $44.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 949,022 | $24.2M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -12.7% | 866,358 | $22.1M |
| Clearstead Advisors, LLC | 0.33% | Add +8.1% | 863,305 | $22.0M |
| US Bancorp \de | 0.02% | Add +2.0% | 711,350 | $18.1M |
| Morgan Stanley | 0.00% | Reduce -12.0% | 709,103 | $18.1M |
| UBS Group AG | 0.00% | Reduce -13.1% | 653,707 | $16.6M |
| Kathmere Capital Management, LLC | 1.42% | Reduce -1.2% | 622,914 | $15.9M |
| NewEdge Advisors, LLC | 0.09% | Add +0.3% | 559,435 | $14.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 486,874 | $12.4M |
| Corient Private Wealth LP | 0.02% | Reduce -5.7% | 369,496 | $9.4M |
| Raymond James Financial Inc. | 0.00% | — | 369,222 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +19.1% | 351,098 | $8.9M |
| LPL Financial LLC | 0.00% | Add +14.0% | 338,110 | $8.6M |
| LBMC Investment Advisors, LLC | 0.66% | Add +4.4% | 329,799 | $8.4M |
| Hills Bank & Trust Co | 0.62% | Add +4.0% | 324,032 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +19.0% | 319,987 | $8.1M |
| Integrated Wealth Concepts LLC | 0.09% | Add +35.3% | 304,752 | $7.8M |
| Covington Investment Advisors Inc. | 1.12% | Reduce -1.4% | 294,040 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.29% | Add +18.4% | 291,813 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.5% | 271,376 | $6.9M |
| Leavell Investment Management, Inc. | 0.32% | Add +24.1% | 257,114 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.45% | Add +1.0% | 233,962 | $6.0M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +4.5% | 172,982 | $4.4M |
| CENTRAL TRUST Co | 0.11% | Add +29.1% | 169,707 | $4.3M |
| Howland Capital Management LLC | 0.18% | Add +1.6% | 165,355 | $4.2M |
| Lido Advisors, LLC | 0.02% | Add +156.1% | 147,235 | $3.7M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Reduce -0.4% | 140,526 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.4% | 140,206 | $3.6M |
| Paradiem, LLC | 0.93% | No change | 135,772 | $3.5M |
| Quantum Financial Advisors, LLC | 0.51% | Add +1.1% | 132,106 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.7% | 127,204 | $3.2M |
| Newman Dignan & Sheerar, Inc. | 0.78% | Add +0.0% | 118,734 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +15.3% | 116,763 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +28.2% | 106,338 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.0% | 106,042 | $2.7M |
| Coldstream Capital Management Inc. | 0.05% | Add +91.7% | 96,428 | $2.5M |
| Sonata Capital Group Inc. | 1.00% | Add +24.7% | 95,287 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 94,239 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +7.5% | 91,410 | $2.3M |
| Confluence Investment Management LLC | 0.03% | Add +1.6% | 75,478 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +2.9% | 72,496 | $1.8M |
| Scissortail Wealth Management, LLC | 0.45% | Add +149602.2% | 68,863 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.32% | Add +0.8% | 67,828 | $1.7M |
| New England Private Wealth Advisors LLC | 0.27% | Add +295.3% | 67,063 | $1.7M |
| Woodmont Investment Counsel LLC | 0.12% | Add +11.4% | 65,729 | $1.7M |
| WJ Wealth Management, LLC | 0.57% | No change | 64,523 | $1.6M |
| Atwater Malick LLC | 0.55% | Reduce -3.0% | 64,394 | $1.6M |
| Moseley Investment Management Inc. | 0.62% | Add +37.8% | 61,929 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +9.3% | 61,924 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +24.9% | 61,241 | $1.6M |
| Signature Wealth Management Group | 0.61% | Add +0.9% | 59,152 | $1.5M |
| Glenview Trust Co | 0.03% | No change | 58,838 | $1.5M |
| James Investment Research, Inc. | 0.18% | Add +11.1% | 58,755 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.0% | 56,602 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Add +24.0% | 55,977 | $1.4M |
| PSI Advisors, LLC | 0.39% | Reduce -5.4% | 51,074 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Add +1.8% | 49,533 | $1.3M |
| Cwm, LLC | 0.01% | Add +96.6% | 47,955 | $1.2M |
| RIA Advisory Group LLC | 0.41% | Reduce -1.1% | 47,436 | $1.2M |
| Blue Square Asset Management, LLC | 0.59% | Reduce -3.3% | 46,623 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.64% | Add +74.1% | 45,753 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +65.1% | 44,895 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +5.9% | 44,795 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.5% | 44,294 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 44,283 | $1.1M |
| Foundry Financial Group, Inc. | 0.70% | Add +3.6% | 44,188 | $1.1M |
| Crumly & Associates Inc. | 0.31% | Reduce -4.5% | 44,135 | $1.1M |
| Evergreen Private Wealth LLC | 0.53% | Add +19.4% | 44,123 | $1.1M |
| Sandy Spring Bank | 0.04% | Reduce -9.8% | 43,388 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -17.7% | 42,755 | $1.1M |
| Mariner, LLC | 0.00% | Add +6.7% | 42,337 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | New | 41,603 | $1.1M |
| Modern Wealth Management, LLC | 0.04% | Add +60.9% | 40,596 | $1.0M |
| Lantz Financial LLC | 0.27% | Add +28.6% | 39,355 | $1.0M |
| Postrock Partners LLC | 0.46% | — | 37,066 | $944K |
| Cetera Investment Advisers | 0.00% | Add +45.3% | 35,758 | $910K |
| Prism Advisors, Inc. | 0.27% | No change | 35,665 | $908K |
| Roof Eidam Maycock Peralta, LLC | 0.23% | Add +0.2% | 35,223 | $897K |
| Spinnaker Trust | 0.05% | Add +9.9% | 34,025 | $866K |
| Kades & Cheifetz LLC | 0.44% | Add +40.6% | 33,529 | $854K |
| IFP Advisors, Inc | 0.03% | Reduce -1.3% | 33,515 | $853K |
| Crews Bank & Trust | 0.14% | — | 32,911 | $838K |
| &partners | 0.01% | Add +5.7% | 32,048 | $813K |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,700 | $807K |
| Strid Group, LLC | 0.12% | No change | 31,176 | $794K |
| GC Wealth Management RIA, LLC | 0.14% | Add +3.3% | 30,641 | $780K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -8.3% | 30,288 | $771K |
| Captrust Financial Advisors | 0.00% | Reduce -10.6% | 24,857 | $633K |
| Members Wealth LLC | 0.41% | — | 21,620 | $551K |
| PFG Private Wealth Management, LLC | 0.31% | Add +2.5% | 21,172 | $539K |
| Jane Street Group, LLC | 0.00% | Reduce -62.3% | 21,114 | $538K |
| Novem Group | 0.08% | — | 20,931 | $533K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -16.7% | 20,000 | $509K |
| Parallel Advisors, LLC | 0.01% | Add +1.3% | 19,770 | $503K |
| Riverchase Wealth Management, LLC | 0.37% | — | 19,229 | $490K |
| 10Elms LLP | 0.61% | — | 19,204 | $489K |
| First Affirmative Financial Network | 0.27% | Reduce -2.8% | 18,656 | $475K |
| Gould Asset Management LLC | 0.09% | Add +0.1% | 17,150 | $437K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -11.9% | 17,038 | $434K |
"% of holder's portfolio" is IBMO's weight in each manager's 13F, not the share of iShares Ibonds Dec 2026 Term the manager owns.